- About Us
- Awards
2020
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Yuanta FHCDow Jones Sustainability
Index- DJSI World
- DJSI Emerging Markets
FTSE Russell- FTSE4Good Emerging Index
MSCI- MSCI ESG "A" Rating –Diversified Financial
Bloomberg- 2020 Bloomberg Gender-Equality Index (GEI)
Taiwan Index Plus Corp.- FTSE4Good TIP Taiwan ESG Index
Taiwan Academy of Corporate Sustainability- Taiwan Corporate Sustainability Awards 2020, Corporate Sustainability Report Awards-Gold Award
The British Standards Institution (BSI)- 2020 Sustainability Resilience Award-Pilot Award
CDP (formerly the Carbon Disclosure Project)- “Leadership level” A
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TWSE-Listed Companies
- Top 11% to 20% of TWSE-/ TPEx-Listed Companies-financial industry
Taiwan CG Association- CG6012 (2019) Corporate Governance Framework Assessment Certificate with High Distinction
HR Asia- 2020 Best Company to Work for in Asia
Corporate Governance Asia- Asia’s Best CEO (Investor Relations) – Chairman Tony Shen
- Asia's Best CFO (Investor Relations) – CFO Hsu-Shu Mai
- Best Investor Professional- Allen Wu
- Best Investor Relations Company (Taiwan)
CommonWealth Magazine- CommonWealth Magazine Corporate Social Responsibility (CSR) Corporate Citizenship Award for Large-Scale Enterprise New Star Award
Global Views Monthly- 16th Corporate Social Responsibility (CSR) Awards,“Outstanding Program – Model Award in Education Promotion Group.”
Wealth Magazine- Special Jury Prize-Financial Holdings CSR Awards
The Asset- ESG Corporate Awards- Platinum
Modern Insurance Educational Affairs Foundation- Insurance Dragon-Phoenix Award-Outstanding Award of the Most Aspired Financial Holding Company by Graduates
Department of Health of Taipei City Government- Taipei City’s Outstanding Healthy Workplace-Specially Outstanding Award
Sports Administration, Ministry of Education- Sports Calendar Points Competition-First Runner-Up
Taiwan Blood Services Foundation- Outstanding Blood Donor Group
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Yuanta SecuritiesTaiwan CG Association
- CG6012 (2019) Corporate Governance Framework Assessment Certificate with High Distinction
The Asset- Best Mobile Brokerage Application,Taiwan
- Best ETF Participating Dealer, Taiwan
- Best ETF Broker, Taiwan
- Best Equity Derivatives House, Taiwan
- Best corporate and institutional adviser-Domestic , Taiwan
- Best equity adviser , Taiwan
- Best bond adviser-Domestic (NT Dollar Bond) , Taiwan
Wealth Magazine- Wealth Management Award: Best Wealth Management, Best Services, Best Sales Team, Best Wealth Appreciation, Best Customer Referral, Best Digital Finance, Best Creative Audio-Visual Marketing
- Consumer Financial Brand Award: Best Brokerage Image, FinTech Innovative Application - Best FinTech Securities.
FinanceAsia- Best Broker
- Best Investment Bank
- Best ECM House
Asiamoney- Best Securities House in Taiwan
- Best local brokerage, Taiwan
- Best for overall sales, Taiwan
- Best for overall research, Taiwan
- Best for corporate access, Taiwan
- Best for execution, Taiwan
Euromoney- Best Investment Bank in Taiwan
Asian Banking & Finance- Corporate & Investment Bank of the Year - Taiwan
Excellence- Best Brokerage
Business Today- Wealth Management Evaluation: Best Wealth Management in Securities Sector, Best Investment Advisory Team, Best AI Application, Best Customer Satisfaction, Best Product, Best Sustainable Development, Best Marketing Innovation
Business Next- Future Commerce Awards:Online account opening-Best Management Innovation Silver Award
China Credit Info. Service- Top 5000 Large Enterprises in Taiwan-No. 1 SF
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-Outstanding Enterprise
- The National Brand Yushan Award-Most Popular Brand
- The National Brand Yushan Award-Best Product: Mr. Investor APP 2.0
- The National Brand Yushan Award-Best Product: Account Opening APP
- The National Brand Yushan Award “National First Prize” - Mr. Investor APP 2.0 and Account Opening APP.
Taiwan Stock Exchange- Electronic Order Placement Contest: First Place Outstanding Contribution Award
Taiwan Futures Exchange- Diamond Award for Introducing Broker Trading Volume
- Diamond Award for Futures Proprietary Trading Volume
- Diamond Award for Securities Industry Trading Volume
- Diamond Award for Market-making Performance
Sports Administration, Ministry of Education- Taiwan i sports (Certificate of Corporate Wellness)
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Yuanta BankTaiwan CG Association
- CG6012 (2019) Corporate Governance Framework Assessment Certificate with High Distinction
Joint Credit Information Center- Golden Quality Award
The Asset- Best Corporate Payment Project-Yuanta Bank School Payment
The Banker- Top 500 Banking Brands 2020-No.287
Business Today- Wealth Management Evaluation: Best Product, Best Management Professionals Team, Best Customer Trust
Taiwan Clearing House- eFCS Award in Providing Excellent On-line Bill Payment Service
Wealth Magazine- Wealth Management Award: Best Services, Best Financial Consulting Team, Best Customer Referral
Information Service Industry Association of R.O.C.- Golden Young Award Runner-Up-Financial Technology (Fintech) Group
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-Best Product:Yuanta School Payment Solution
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Yuanta LifeNat'l Enterprise Competitiveness Dev. Assoc
- The National Brand Yushan Award-Best Product:Yuanta Life Xiang-You-Xin Hospital Reimbursement Rider (JR)
Excellence Magazine- 2020 Insurance Survey-Best Service Quality Award
Money Magazine- 2020 Money insurance AI Awards-Taiwan top 30 high-value insurance policies
British Standards Institution- BS 10012:2017 Specification for a personal information management system, PIMS
- ISO27001 certification for Information Security Management System, ISMS
- ISO 14064-1 certification for Greenhouse Gas Reporting
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Yuanta FuturesNat'l Enterprise Competitiveness Dev. Assoc.
- The National Brand Yushan Award-First Prize in Outstanding Business Leader
- The National Brand Yushan Award-Outstanding Business Leader
- The National Brand Yushan Award-Outstanding Popular Brand: Leverage Transaction Merchant
- The National Brand Yushan Award-Best Product: AI Advisor
- The National Brank Yushan Award-Best Product: Yuanta Futures bull/bear option
- The National Brank Yushan Award-Best Product: Yuanta Futures Contract For Difference (CFD)
China Credit Info. Service- Top 5000 Large Enterprises in Taiwan-No. 1 FCM
Taiwan Stock Exchange- Corporate Governance Evaluation Award-Top 5% of TPEx-Listed Companies
Taiwan Futures Exchange- Futures Diamond Award-No. 1 in Best Contributing FCM
- Futures Diamond Award-No. 3 in Introducing Broker Trading Volume
CommonWealth Magazine- CSR Corporate Citizen Award
The Asset- Best Bank For Investment Solutions, Listed Derivatives
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Yuanta FundsTaiwan Academy of Corporate Sustainability
- Taiwan Corporate Sustainability Awards 2020, Corporate Excellent Case Model-Innovation and Growth Award
Bloomberg Best Fund Awards- Best Equity ETF General (Domestic Index)
- Best Equity ETF General (US Index)
- Best Leveraged Futures ETF (Single Day Positive 2x)
Smart Taiwan Fund Awards- Best Futures and Leveraged Inverse Index Equity Fund
- Best Index Equity Fund in the Innovation category
Asia Asset Management- ETF Manager of The Year
- Fund Launch of The Year
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Yuanta FoundationYouth Development Administration of Taiwan’s Ministry of Education
- 2019 Outstanding Performance in Advancing Youth Volunteer Services award
Taiwan’s Ministry of Justice- Group of Merit in Helping to Promote Rehabilitation and Protection
2019
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Yuanta FHCDow Jones
Sustainability Indices- DJSI World
- DJSI Emerging Markets
MSCI- MSCI ESG "A" Rating –Diversified Financial
CDP (formerly the Carbon Disclosure Project)- A- “Leadership level”
British Standards Institute (BSI)- Excellence in Sustainability Award
RobecoSAM Sustainability
Yearbook- Industry Mover-Diversified Financial Services and Capital Markets
Corporate Governance Asia- Asia's Best CEO (Investor Relations) – President Tony Shen
- Asia's Best CFO (Investor Relations) – CFO Hsu-Shu Mai
- Best Investor Relations Company (Taiwan)
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TWSE-Listed Companies and Top 11% to 20% of TWSE-/ TPEx-Listed Companies-financial industry
FTSE Russell- FTSE4Good Emerging Index
Taiwan Index Plus Corp.- FTSE4Good TIP Taiwan ESG Index
Asiamoney- Most Outstanding Company in Taiwan-Financials Sector
Sports Administration,
Ministry of Education- Taiwan i sports (Certificate of Corporate Wellness)
- Taiwan i sports Corporate Competition-Third Place
Taiwan Inst. for Sustainable Energy- Corporate Sustainability Report Gold Award
Modern Insurance Educational Affairs Foundation- Insurance Dragon-Phoenix Award-Outstanding Award of the Most Aspired Financial Holding Company by Graduates
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Yuanta SecuritiesFinanceAsia
- Best Broker in Taiwan
- Best ECM House in Taiwan
- Best Investment Bank in Taiwan
Euromoney- Best Investment Bank in Taiwan
Asian Banking & Finance- Corporate & Investment Bank of the Year–Taiwan
The Asset- Best Equity Derivatives House, Taiwan
- Best ETF Market Maker, Taiwan–Highly Commended
- Best Participating Dealer, Taiwan
- Best ETF Broker, Taiwan
- Top arrangers-Investors' Choice for primary issues-Corporate bonds-TWD
- Top sellside firms in secondary market-Corporate bonds-TWD
- Top arrangers-Investors' Choice for primary issues-Government bonds-TWD
- Top sellside firms in secondary market-Government bonds-TWD
- No. 4 for Best Individuals in Sales-Jay Hsu
- Best corporate and institutional adviser-Domestic
- Best equity adviser
- Best bond adviser-Domestic (NT dollar bonds)
- Best green bond
- Best IPO
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
- 2019 Best Wealth Management Award of Banks and Securities:Best Wealth Management in Securities Sector, Best Investment Advisory Team, Best Product, Best Risk Management, Best AI Application, Best Wealth Value Added.
Business Next- Future Commerce Awards:Mr. Investor APP- Best Product Innovation Bronze Award
Wealth Magazine- Wealth Management Awards:Best Wealth Management, Best Services, Best Sales Team, Best Customer Recommendations, Best Digital Finance, Best Wealth Value Added, Best Print Marketing
- Consumer Financial Brand Award:Best Broker Brand Image, Best Brokerage Services
- Taiwan Financial Award-Best FinTech Innovative Application (Securities)
Securities & Futures Inst.- Golden Goblet Award-Outstanding Financial Innovation
- Golden Goblet Award-Outstanding Green Investment
Asiamoney- 2019 Best Securities House in Taiwan
- Taiwan’s Best Local Brokerage 1990 to 2018
- Best Local Brokerage in Taiwan
- Best overall sales services, Taiwan
- Best for overall country research, Taiwan
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-Outstanding Enterprise
- The National Brand Yushan Award-Most Popular Brand
- The National Brand Yushan Award-Best Product:Mr. Investor APP
- The National Brand Yushan Award-First Prize in Best Product:Mr. Investor APP
Taiwan Inst. for Sustainable Energy- Growth through Innovation Award
- People Development Award
Taiwan Stock Exchange- Circulating Securities Award- No. 1 for Securities Underwriters
- Prospering the Economy Award- No. 2 for IPO fund raised
- Prospering the Economy Award- No. 1 for IPO market cap
- No. 1 for Warrant Trading Volume Award
- No. 1 for Warrant Value Award
- No. 3 for Warrant Issuance Award
Taipei Exchange- Warrant Awards: No. 1 in Warrant Issuance
- Warrant Awards: No. 1 in Warrant Turnover and Trading Volume
- Emerging Stocks Awards: No. 3 for Contributor Award
- Emerging Stocks Awards: No. 1 for Stability Award
- ETF Awards: No. 3 for H1 Broker Award
- ETF Awards: No. 1 for H2 Broker Award
- ETF Awards: No. 1 for H2 ETF Liquidity Provider Award
Commercial Times- Best Engagement
- Warrant Competition Award-East Luzhou, Caiyuan, Nanhai, Luchu, Neihu and Luodong branch offices
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Yuanta BankWealth Magazine
- Wealth Management Awards:Best Services, Best Wealth Value Added, Best Print Marketing
The Asset- Best acquisition finance(Hong Kong)
- Best LBO deal(Taiwan)
Sports Administration,
Ministry of Education- Taiwan i sports (Certificate of Corporate Wellness)
Dept. of Health, Taipei City Government- Taipei Healthy Workplace-Fourth Place
Financial Info. Service- Best Service Innovation Award
Joint Credit Information Center- Golden Quality Award
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Yuanta LifeSmart Insurance Awards
- Best Policy “Yuanta Life Xiang-You-Xin Hospital Reimbursement Rider (JR)”
Excellence Magazine- 2019 Insurance Survey- Best Service Quality Award
British Standards Institution- ISO 14064-1 certification for Greenhouse Gas Reporting
Sports Administration,
Ministry of Education- Taiwan i sports (Certificate of Corporate Wellness)
Financial Supervisory Commission, R.O.C.- Excellence in Special Project Investment-Financial Investment
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Yuanta FuturesThe Asset
- Best Derivatives Broker
Securities & Futures Inst.- Golden Goblet Award-Outstanding Financial Innovation
- Golden Goblet Award-Outstanding Talent Cultivation
- Golden Goblet Award-Outstanding Futures Talent
CommonWealth Magazine- Taiwan Top 2000 Survey- No. 1 in Futures Sector
- Corporate Citizen Award
Reader’s Digest- Trusted Brand Platinum Award-Futures
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-First Prize in Outstanding Enterprise
- The National Brand Yushan Award-Outstanding Enterprise
- The National Brand Yushan Award-Most Popular Brand
Taiwan Stock Exchange- Corporate Governance Evaluation Award-Top 5% of TPEx-Listed Companies
Taiwan Futures Exchange- Futures Diamond Award-No. 1 in Best Contributing FCM
- Futures Diamond Award-No. 2 in Futures Proprietary Trading Volume
Sports Administration,
Ministry of Education- Taiwan i sports (Certificate of Corporate Wellness)
Taiwan Inst. for Sustainable Energy- Corporate Sustainability Report Bronze Award
- Growth through Innovation Award
China Credit Info. Service- Top 5000 Large Enterprises in Taiwan-No. 1 FCM
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Yuanta FundsThe Asset
- Editors’ Triple Star for Yuanta ETF AI Investment Platform
- Best ETF Provider, Asia
- Best ETF Provider, Taiwan
- Asset Management Company of the Year, Taiwan
Securities & Futures Inst.- Golden Goblet Award-Outstanding Asset Management
- Golden Goblet Award-Outstanding Risk Management
- Golden Goblet Award-Outstanding Leadership Talent
- Golden Goblet Award-Outstanding Investment Trust & Investment Consulting Talent
Asia Asset Management- ETF Manager of the Year
- Fund Launch of the Year
- Best Application of Fintech
Taipei Foundation Of Finance- TFF-Bloomberg Best Fund Awards:ETP award-Best Domestic Index Equity ETF
- TFF-Bloomberg Best Fund Awards:ETP award-Best Inverse Index Equity ETF
- TFF-Bloomberg Best Fund Awards:ETP award-Best U.S. Index Equity ETF
- TFF-Bloomberg Best Fund Awards:ETP award-Best Futures ETC (Daily 2X Leveraged)
Smart Taiwan Fund- Index Equity Fund Award (Futures and Futures Leveraged or Inverse ETF)
Taiwan Futures Exchange- Diamond Award for Fund Trading
Taiwan Inst. for Sustainable Energy- Growth through Innovation Award
BENCHMARK- Technology Mutual Fund-HOUSE AWARDS-OUTSTANDING ACHIEVER
- China A ETF-HOUSE AWARDS OF ETF-BEST IN CLASS
- China Equity ETF-HOUSE AWARDS OF ETF-BEST IN CLASS
- Raw material ETF-HOUSE AWARDS OF ETF-BEST IN CLASS
- Dividend Plus ETF-HOUSE AWARDS OF ETF-BEST IN CLASS
- Taiwan ETFs-HOUSE AWARDS OF ETF-BEST IN CLASS
- Sustainable Investment ETF-HOUSE AWARDS OF ETF-BEST IN CLASS
- Fixed Income ETF-HOUSE AWARDS OF ETF-BEST IN CLASS
- Investor Educational Award-Performing Fund-Capability Awards-BEST IN CLASS
- Capability Awards Of ETF-ETF Brand of the Year Award
- ETF Investor Education Award-ETF Capability Awards-BEST IN CLASS
- Japanese stocks-BEST PERFORMING ETF-BEST IN CLASS
- Small and medium stocks in Taiwan-BEST PERFORMING ETF-BEST IN CLASS
- Taiwan Stocks-BEST PERFORMING ETF-BEST IN CLASS
- Leveraged ETFs-BEST PERFORMING ETF-BEST IN CLASS
- Inverse ETF-BEST PERFORMING ETF-BEST IN CLASS
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Yuanta FoundationMinistry of Culture
- Sponsorship Silver Award in the 14th Arts & Business Awards ceremony
Ministry of Education- Education Sponsorship Gold Award
2018
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Yuanta FHCThe Asset
- Platinum Award for Excellence in Governance, CSR, Investor Relations Benchmarking
Corporate Governance Asia- Asiaʼs Best CEO (Investor Relations) - President Tony Shen
- Best Investor Relations Company in Taiwan
Taiwan CG Association- CG6011 (2017) Corporate Governance Framework Assessment Certificate with Excellence
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 6% to 20% of TWSE-Listed Companies
Wealth Magazine- Taiwan Financial Award - Financial Holdings CSR Excellence Silver Award
FTSE Russell- FTSE4Good Emerging Index
Taiwan Index Plus Corp.- FTSE4Good TIP Taiwan ESG Index
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Yuanta SecuritiesThe Asset
- Best Equity ETF Participating Dealer
- Best Equity ETF Market Maker
- Best ETF Broker
- Best Equity Derivatives House
- Best Structured Investment Products – NTD Denominated 300% Participation Fund-Linked Non-Principal Protected Product
- Top Bank Arrangers, Investors' Choices for Government Primary Issues, Taiwan
- Top Bank Arrangers, Investors' Choices for Corporate Primary Issues, Taiwan
- Top Bank in Corporate Bonds, Taiwan
- Top Bank in Government Bonds, Taiwan
- Top Sellside firms in research, Taiwan
- No. 1 for Best Individuals in Sales - Jay Hsu
- Best Corporate and Institutional Adviser-Taiwan (Domestic)
- Best Equity Adviser-Taiwan(Domestic)
- Best Bond Adviser (NT Dollar)-Taiwan
FinanceAsia- Best Broker in Taiwan
Asiamoney- Best Corporate & Investment Bank in Taiwan
- Best Local Brokerage in Taiwan
- Best for overall country research in Taiwan
- Best overall sales services in Taiwan
- Best Securities House in Taiwan
Min. of Economic Affairs- Digital Content Product Award:Best Product -Yuanta Video Robot Account Opening
- Digital Content Product Award:2018 Best Product -Mr. Investor APP
Taiwan CG Association- CG6011 (2017) Corporate Governance Framework Assessment Certificate with Excellence
Taiwan Stock Exchange- No. 1 for Increase in Electronic Order Placement Volume Award, No. 1 in API Promotion Award
- Best Stock Underwriter for the Mainboard
- No. 1 for Warrant Issuance Volume Award ,No. 1 for Warrant Trading Volume Award and No. 1 for Warrant Value Award
Taiwan Futures Exchange- The 4th Futures Trading Diamond Awards: Diamond Award for Introducing Broker Trading Volume, Diamond Award for Futures Proprietary Trading Volume, Diamond Award for the performance of FX products market maker – Futures Proprietary Merchant, Diamond Award of futures trading volume growth - IB
Wealth Magazine- Wealth Management Evaluation Awards: Best Wealth Management, Best Services, Best Sales Team, Best Customer Recommendations, Best Digital Wealth Management
- Consumer Financial Brand Award: Best Broker Brand Image, Best Brokerage Services
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
- 2018 Best Wealth Management Award of Banks and Securities: Best Wealth Management in Securities Sector, Security of the year, Best Product, Best Investment Advisory Team, Best Wealth Value Added, Most Trusted Security, Best Information Technology Service, Best Digital Innovation.
Excellence Magazine- 2018 Excellence Magazine Securities Evaluation: Best Brand Image Prize, Best Warrant Prize
Taipei Exchange- Warrant Awards: No. 1 in Issuance and Trading Volume
- No. 1 for Best Underwriter for Taipei Exchange and Emerging Stock Market
- Warrant Awards: No. 1 in Warrant Issuance
- Warrant Awards: No. 1 in Warrant Trading Volume
- Warrant Awards: No. 3 in Turnover Rate
- ETF Awards: No. 1 for ETF Liquidity Provider Award
Commercial Times- Taiwan Warrant King Challenge:Best Profit Maker Award
- Taiwan Warrant King Challenge:Best Warrant Promotion Award (Area: Neihu/Donglu/Dongtai)
Economy Daily News- Warrant Competition:Best Trading Performance Award
- Warrant Competition:Best Warrant Promotion Award (Area: Neihu/Donglu/Dali)
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Yuanta BankThe Asset
- Best Syndicated Loan, Lao for BCEL USD148 million syndicated term loan facility in which Yuanta Bank has acted as lead arranger.
Wealth Magazine- Wealth Management Evaluation Awards: Best Services, Best Professional Team, Best Charity Promotion
Taiwan CG Association- CG6011 (2017) Corporate Governance Framework Assessment Certificate with Excellence
Business Today- Best Information Services Award
- Best Product Award
Financial Info. Service- Best Service Innovation Award
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Yuanta LifeMin. of Health and Welfare
- Healthy Workplace Certification
Financial Supervisory Commission, R.O.C.- Investment in Key Emerging Industries- Outstanding Project Team
British Standards Institution- BSI Award: Excellence in Information Security Quality
- ISO 14064-1 certification for Greenhouse Gas Reporting
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Yuanta FundsAsia Asset Management
- ETF Manager of the Year in Taiwan
Gold Diamond Awards- Best Three Year Value Fund – Yuanta Buffet Fund
Smart Taiwan Fund- Index Equity Fund Award (Securities Leveraged or Inverse ETF) - Yuanta/P-shares Taiwan Top 50 ETF
- Index Equity Fund Award (Domestic Standard ETF) - Yuanta Daily Taiwan 50 Bear -1X ETF
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Yuanta FuturesThe Asset
- Derivatives House of the Year - Highly Commended
CommonWealth Magazine- Taiwan Top 2000 Survey- No. 1 in Futures Sector
- Corporate Citizen Award- Small Giant Category
Futures & Options World (FOW)- Emerging Market Non-bank FCM of the Year
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TPEx-Listed Companies
Taiwan Futures Exchange- Futures Diamond Award-No. 1 in Best Contributing FCM and Best Contributing FCM-Foreign Investors
Nat'l Enterprise Competitiveness Dev. Assoc.- The National Brand Yushan Award-Outstanding Enterprise
- The National Brand Yushan Award-Most Popular Brand
R.O.C. General Chamber of Commerce- Golden Merchant Award-Outstanding Merchant
China Credit Info. Service- Top 5000 Large Enterprises in Taiwan-No. 1 FCM
2017
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Yuanta FHCFTSE Russell
- FTSE4Good Emerging Index
The Asset- Platinum Award for Excellence in Governance, CSR, and Investor Relations Benchmarking
Taiwan CG Association- CG6010 (2015) Corporate Governance Framework Assessment Certificate with Excellence
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TWSE-Listed Companies
Wealth Magazine- Taiwan Financial Award - Financial Holdings CSR Excellence Silver Award
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Yuanta SecuritiesThe Asset
- Best Corporate and Institutional Bank in Taiwan
- Best Equity Adviser Taiwan
- Best Bond Adviser in Taiwan (NT Dollar)
- Best Equity ETF Participating Dealer in Taiwan
- Best Equity ETF Market Maker in Taiwan
- Best Equity ETF Broker in Taiwan
- Best Equity Derivatives House in Taiwan
- No. 2 for Top Banks in Government Bonds, Taiwan
- No. 3 for Top Banks in Corporate Bonds, Taiwan
- Top Bank Arrangers, Investors' Choice for Government Primary Issues, Taiwan
- No. 1 for Best Individuals in Sales - Jay Hsu
Asiamoney- Best Securities House in Taiwan
- Best Corporate and Investment Bank in Taiwan
- Best Local Brokerage in Taiwan
- Best Overall Sales Services in Taiwan
- Best Research Team in Taiwan
- Best Execution in Taiwan
- Best Sales Trading in Taiwan
- Most Improved Brokerage Over the Last 12 Months in Taiwan
- Best for Events and/or Conferences in Taiwan
- Best for Roadshows and Company Visits in Taiwan
- Most independent research brokerage
Euromoney- Best Investment Bank in Taiwan
FinanceAsia- Best Investment Bank in Taiwan
- Best Broker in Taiwan
- Best ECM House in Taiwan
Taiwan Stock Exchange- Prospering the Economy Award- No. 3 for IPO fund raised
- Prospering the Economy Award- No. 3 for IPO market cap
- No. 1 for Warrant Issuers Volume Award; No. 1 for Warrant Value Award
- Warrant Issuer Excellence Award; Warrant Trustee Business Volume Award
- No. 1 for Increase in Electronic Order Placement Volume Award; No. 1 in API Promotion Award
Taipei Exchange- Best Partner for Promotion of Foreign Enterprises Listing on the TPEx and Emerging Stock Market
- Award for Excellence in TPEx and Emerging Stock Market Listing Guidance
Taiwan Futures Exchange- Diamond Award for Introducing Broker Trading Volume
- Diamond Award for Futures Proprietary Trading Volume
- Diamond Award for EUR to USD Futures Market Maker Performance
- Diamond Award for USD to JPY Futures Market Maker Performance
Securities & Futures Inst.- Golden Goblet Award - Outstanding Leadership Award - Arthur Chen
- Golden Goblet Award - Outstanding Financial Innovation Award - Wanshitong App
- Golden Goblet Award - Outstanding Talent Cultivation Award
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
- Wealth Management Banking and Securities Evaluation: Best Wealth Management Securities Firm Award; Best Digital Services Award; Best Foresight Award
Wealth Magazine- 2017 Taiwan Financial Awards: Best Brokerage Brand Image; Best Brokerage Services; Best Digital Brokerage
- Wealth Management Awards: Best Wealth Management; Best Services; Best Professional Team; Best Customer Recommendations; Best Video Marketing
Excellence Magazine- Excellence Brokerage Evaluation: Best Brand Image; Best Product Innovation Award
Taiwan CG Association- CG6010 (2015) Corporate Governance Framework Assessment Certificate with Excellence
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Yuanta BankWealth Magazine
- Wealth Management Evaluation Awards: Best Services, Best Professional Team, Best Print Marketing
Taiwan CG Association- CG6010 (2015) Corporate Governance Framework Assessment Certificate with Excellence
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Yuanta LifeRisk Mgmt., Insurance & Finance Foundation
- 2017 Insurance Policy of the Year “Return of Premium Catastrophic Illness (RS)”
Smart Insurance Awards- Best Policy-“Zhu-Fu-Nian-Nian Dismemberment Care Whole Life (DE)”
British Standards Institution- BSI Excellence Award: Best Insurance Information Security
- ISO 27001 certification for Information Security Management System
- ISO 14064-1 certification for Greenhouse Gas Reporting
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Yuanta FundsThe Asset
- Best ETF Provider in Asia
- Best ETF Provider in Taiwan
Securities & Futures Inst.- Golden Goblet Award - Best Asset Management Award
- Golden Goblet Award - Best Financial Innovation Award
Asia Asset Management- ETF Manager of the Year in Taiwan
- Best New ETF in Taiwan
Asian Investor- Asset Management Company of the Year, Taiwan
Smart Taiwan Fund- Annual Futures and Leveraged Inverse ETF Award - Yuanta Daily Taiwan 50 Bear -1X ETF
- Annual ETF Award (Domestic) - Yuanta/P-shares Taiwan Top 50 ETF
Morningstar Awards- Morningstar Taiwan Best Fund Award - Yuanta/P-shares Taiwan Top 50 ETF
Benchmark Awards- ETF Annual Branch Award
- Best ETF Investor Education Award
- Best ETF Product Innovation Award
- Best Performing Regular Savings Funds - Yuanta China Balance Fund TWD
- Best Performing Regular Savings Funds - Yuanta Excellence Equity Fund
- Best ETF Performance Award - Yuanta Nikkei 225 ETF
- Best ETF Performance Award - Yuanta/P-shares SSE50 ETF
- Multi-Asset Balanced Fund Performance Award - Yuanta China Balance Fund
- Best ETF Performance Award (Japan Large-Cap Equity) - Yuanta Nikkei 225 ETF
- Best ETF Performance Award (US Large-Cap Blend Equity) - Yuanta S&P 500 Index Fund
- Best ETF Performance Award (Commodities - Precious Metals) - Yuanta S&P GSCI Gold ER Futures ETF
- Best ETF Performance Award (Taiwan Large-Cap Equity) - Yuanta/P-shares Taiwan Dividend Plus ETF
- Best ETF Performance Award (Taiwan Small/Mid-Cap Equity) - Yuanta/P-shares Taiwan Mid Cap 100 ETF
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Yuanta FuturesThe Asset
- Best Brokerage House in Taiwan
- Derivatives House of the Year - Highly Commended
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TPEx-Listed Companies
Taiwan Futures Exchange- Diamond Award for Best Contributing FCM
Securities & Futures Inst.- Golden Goblet Award - Outstanding Futures Talent
- Golden Goblet Award - Outstanding Risk Management
- Golden Goblet Award - Outstanding Financial Innovation
Nat'l Enterprise Competitiveness Dev. Assoc.- National Brand Yushan Awards - Outstanding Enterprise Award
- National Brand Yushan Awards - Popular Brand Award
R.O.C. Chamber of Commerce- Golden Merchant Medal
China Credit Info. Service- Top 5000 Large Enterprises in Taiwan - No. 1 FCM
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Yuanta Securities Inv. ConsultingAsiamoney
- Best Overall Country Research in Taiwan
- Most Independent Research Brokerage in Taiwan
- Best Team for Strategy
- Best Team for Economic Research
- Best Research Team for Small Cap
- Best Research Team for Automobiles & Components
- Best Research Team for Banks
- Best Research Team for Consumer Discretionary
- Best Research Team for Consumer Staples
- Best Research Team for Industrials
- Best Research Team for Diversified Financials
- Best Research Team for Energy
- Best Research Team for Healthcare
- Best Research Team for Insurance
- Best Research Team for Materials
- Best Research Team for Real Estate
- Best Research Team for Semiconductors & Semiconductor Equipment
- Best Research Team for Software & Internet Services
- Best Research Team for Technology Hardware & Equipment
- Best Research Team for Telecommunication Services
- Best Research Team for Transportation
- Best Research Team for Utilities
2016
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Yuanta FHCThe Asset
- Platinum Award for Excellence in Governance, CSR, and Investor Relations Benchmarking
Taiwan CG Association- CG6010 (2015) Corporate Governance Framework Assessment Certificate with Excellence
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TWSE-Listed Companies
Wealth Magazine- Taiwan Financial Award - Financial Holdings CSR Excellence Silver Award
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Yuanta SecuritiesThe Asset
- Best Corporate and Institutional Bank in Taiwan
- Best Bond House in Taiwan
- Best ETF Participating Dealer in Taiwan
- Best ETF Market Maker in Taiwan
- Best ETF Broker in Taiwan
- Best Equity Derivatives House in Taiwan
- Top Bank Arranger - Investors' Choice for Primary Issues in Asian Currency Bonds - Corporate Bonds
- No. 1 for Top Banks in the Secondary Market in Asian Currency Bonds - Corporate Bonds
- No. 2 for Top Banks in the Secondary Market in Asian Currency Bonds - Government Bonds
- No. 1 for Best Individuals in Taiwan Dollar Bonds - Jay Hsu
iichina.com- Outstanding Securities Firm Award
FinanceAsia- FinanceAsia Platinum Award - Best Investment Bank in Taiwan 1996-2016
- Best Investment Bank in Taiwan
- Best Broker Bank in Taiwan
- Best DCM House in Taiwan
Asiamoney- Best Domestic Debt House in Taiwan
- No. 1 for Best Local Brokerage in Taiwan
- No. 1 for Best Execution in Taiwan
- No. 1 for Best in Sales Trading in Taiwan
- No. 1 for Most Improved Brokerage over the last 12 Months in Taiwan
- No. 1 for Best Overall Sales Services in Taiwan
- No. 1 for Best Events and/or Conferences in Taiwan
- No. 1 for Best Roadshows and Company Visits in Taiwan
- Most independent research brokerage
- Best for overall country research, Taiwan
Euromoney- Best Investment Bank in Taiwan
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
Taiwan CG Association- CG6010 (2015) Corporate Governance Framework Assessment Certificate with Excellence
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Yuanta BankThe Asset
- No. 2 for Most Astute Investor in Asian Local Currency Bonds - Jeff Lee
iichina.com- Outstanding Bank Award
Wealth Magazine- Wealth Management Evaluation Awards: Best Services, Best Professional Team
Taiwan CG Association- CG6010 (2015) Corporate Governance Framework Assessment Certificate with Excellence
-
Yuanta LifeRisk Mgmt., Insurance & Finance Foundation
- Faith, Hope, and Love Awards: Best Integrated Marketing Communications Award
Smart Insurance Awards- Best Policy-“VUL COI Dread Disease Rider (UD)”
-
Yuanta FundsThe Asset
- Best Asset Manager in Taiwan
- Best ETF Provider in Taiwan
- Industry Leadership Award - ETFs, Asia - Julian TS Liu
Asian Investor- Asset Management Company of the Year, Taiwan
Gold Diamond Awards- Best Three Year Value Fund – Yuanta Buffet Fund
Taiwan Futures Exchange- Futures Trading Award - Diamond Award
- Funds Trading Award - Diamond Award
- Diamond Award for Best Futures Fund - Yuanta Gold Futures Trust Fund
- Diamond Award for Best Equity Fund - Yuanta Duo Fu Equity Fund
Benchmark Awards- House Awards (Balanced Fund Performance Award) - Yuanta China Balance Fund
- Best ETF Performance Award (Japan Large-Cap Equity) - Yuanta Nikkei 225 ETF
- Best ETF Performance Award (US Large-Cap Blend Equity) - Yuanta S&P 500 Index Fund
- Best ETF Performance Award (Commodities - Precious Metals) - Yuanta S&P GSCI Gold ER Futures ETF
- Best ETF Performance Award (Taiwan Large-Cap Equity) - Yuanta/P-shares Taiwan Dividend Plus ETF
- Best ETF Performance Award (Taiwan Small/Mid-Cap Equity) - Yuanta/P-shares Taiwan Mid Cap 100 ETF
-
Yuanta FuturesThe Asset
- Best Brokerage House in Taiwan
- Derivatives House of the Year - Highly Commended
-
Yuanta Securities Inv. ConsultingAsiamoney
- No. 1 for Best Overall Country Research in Taiwan
- No. 1 for Most Independent Research Brokerage in Taiwan
- Best Research Coverage for Strategy - Vincent Chen
- Best Research Coverage for Macroeconomics - Woods Chen
- Best Research Coverage for Banks - Peggy Shih
- Best Research Coverage for Consumer Staples - Juliette Liu
- Best Research Coverage for Diversified Financials - Peggy Shih
- Best Research Coverage for Energy - Chuanchuan Chen
- Best Research Coverage for Healthcare - Peggy Lee
- Best Research for Industrials - Steve Huang
- Best Research Coverage for Insurance - Peggy Shih
- Best Research Coverage for Materials - Leo Lee
- Best Research Coverage for Real Estate - Lily Hsiao
- Best Research Coverage for Semiconductors and Semiconductor Equipment - George Chang
- Best Research Coverage for Software, Internet and Services - George Chang
- Best Research Coverage for Technology Hardware and Equipment - Jeff Pu
- Best Research Coverage for Telecommunications - Livia Wu
- Best Research Coverage for Transportation - Lily Hsiao
- Best Research Coverage for Utilities - Calvin Wei
2015
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Yuanta FHCThe Asset
- Platinum Award for Excellence in Governance, CSR, and Investor Relations Benchmarking
Corporate Governance Asia- Asia's Best CEO (Investor Relations) - Chairman Rong Jou Wang
- Asia's Best CFO (Investor Relations) - CFO Connie Lin
- Best Investor Relations Company in Taiwan
- Best Investor Relations Professional in Taiwan - Allen Wu
Securities & Futures Inst.- A++ Rating in the Information Disclosure Evaluation of Public and OTC Companies
Taiwan Stock Exchange- Corporate Governance Evaluation Award - Top 5% of TWSE-Listed Companies
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Yuanta SecuritiesThe Asset
- Best Corporate and Institutional Bank in Taiwan
- Best Equity House in Taiwan
- Best Brokerage House in Taiwan
- Top Bank Arrangers - Investors' Choice for Primary Issues in Asian Currency Bonds - Corporate Bonds
- No. 2 for Top Banks in the Secondary Market in Asian Currency Bonds - Corporate Bonds
- No. 3 for Top Banks in the Secondary Market in Asian Currency Bonds - Government Bonds
- No. 1 for Best Individuals in Taiwan Dollar Bonds - Jay Hsu
FinanceAsia- Best Broker in Taiwan
- Best Investment Bank in Taiwan
Asiamoney- Best Domestic Debt House in Taiwan
- No. 1 for Best Local Brokerage in Taiwan
- No. 1 for Best Overall Sales Services in Taiwan
- No. 1 for Best Execution in Taiwan
- No. 1 for Best Sales Trading in Taiwan
- No. 1 for Most Improved Brokerage Over the Last 12 Months in Taiwan
- No. 1 for Best Roadshows and Company Visits in Taiwan
- No. 1 for Best Events and/or Conferences in Taiwan
- No. 1 for Best Sales Trader in Taiwan - Jason Wang
- No. 1 for Best Regional Sales Trader (Asia ex-Japan) - Jenny Lo
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
HKEx- Top Shanghai Connect Participation Award (Yuanta Securities HK)
iichina.com- 2015 Taiwan Financial Leadership Diamond Trophy Award
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Yuanta BankThe Asset
- No. 2 for Top Investment House in Local Currency
- No. 1 for Most Astute Investor in Asian Local Currency Bonds - Jeff Lee
Wealth Magazine- Consumer Finance Brand and Financial Holdings CSR Awards: Bank with the Best Future Potential
-
Yuanta LifeYouTube
- Ads Leaderboard-Taiwan No.1 in 2015 Q1- Micro movie “Caring for Your Love”
Business Today- Best Brand Award-Fifth in Life Insurance Companies
-
Yuanta FundsThe Asset
- Best Asset Manager in Taiwan
- ETF Manager of the Year in Taiwan
- Best Product Innovation Award - Leveraged/Inverse Umbrella Fund: Yuanta Daily Taiwan 50 Bull 2X ETF and Yuanta Daily Taiwan 50 Bear 1X ETF
Asia Asset Magazine- Best Retail House in Taiwan
- Taiwan Region ETF Manager of the Year
- ETF Manager of the Year
- Best Existing ETF – Yuanta Top 50 ETF
- Best New ETF in Asia – Yuanta S&P GSCI Crude Oil ER Futures ETF
- Best New ETF in Asia – Yuanta S&P 500 Index Fund
- Best Leveraged and Inverse ETF – Yuanta Daily Taiwan 50 Bull 2X ETF & Bear -1X ETF
- ETF CEO of the Year in Asia – Tsung-Sheng Liu
- ETF CIO of the Year in Asia – Chao-Tang Huang
Securities & Futures Inst.- Golden Goblet Award - Best Financial Innovation
- Golden Goblet Award - Best Investment Trust & Investment Consulting Talent Award - Tony Tan
Taiwan Futures Exchange- Diamond Award for Best Equity Fund - Yuanta Emerging Asia Fund
- Diamond Award for Fund Trading and Futures Trading
Lipper Fund Awards- Lipper Fund Awards' Global REITs Fund Award - Yuanta Global REITs Fund (A)
-
Yuanta Securities Inv. ConsultingAsiamoney
- No. 1 for Best Overall Country Research in Taiwan
- No. 1 for Most Independent Research Brokerage in Taiwan
- Best Research Coverage for Strategy - Vincent Chen
- Best Research Coverage for Macroeconomics - Aidan Wang
- Best Research Coverage for Consumer Discretionary - Yvonne Tsai
- Best Research Coverage for Consumer Staples - Peggy Shih
- Best Research Coverage for Diversified Financials - Peggy Shih
- Best Research Coverage for Energy - Chuanchuan Chen
- Best Research Coverage for Healthcare - Peggy Lee
- Best Research Coverage for Insurance - Peggy Shih
- Best Research Coverage for Materials - Yvonne Tsai
- Best Research Coverage for Real Estate - Yen Liang Chen
- Best Research Coverage for Semiconductors and Semiconductor Equipment - George Chang
- Best Research Coverage for Software, Internet and Equipment - Jeff Pu
- Best Research Coverage for Telecommunications - Livia Wu
- Best Research Coverage for Transportation - Yen Liang Chen
- Best Research Coverage for Utilities - Calvin Wei
- (Hong Kong) Best Research Coverage for Consumer Discretionary - Peter Chu
- (Hong Kong) Best Research Coverage for Technology Hardware and Equipment - Vincent Chen
- (Hong Kong) Best Research Coverage for Transportation - Jimmy Lam
2014
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Yuanta FHCThe Asset
- Platinum Award in Financial Performance, Corporate Governance, Social Responsibility, Environmental Responsibility, and Investor Relations
Corporate Governance Asia- Outstanding Company on Corporate Governance in Taiwan
- Asian Corporate Governance Director Recognition Awards - Chairman Rong Jou Wang
- Best Investor Relations in Taiwan
- Best Investor Relations Professional in Taiwan - Allen Wu
Securities & Futures Inst.- A++ Rating in the Information Disclosure Evaluation of Public & OTC Companies
Taiwan CG Association- CG6010 (2015) Corporate Governance Framework Assessment Certificate with Excellence
-
Yuanta SecuritiesThe Asset
- Best Investment Bank in Taiwan
- Best M&A House in Taiwan
- Best Brokerage House in Taiwan
- Best Equity Derivatives House in Taiwan
- Top Bank Arranger for Best Quality and Number of Primary Issues in Asian Currency Bonds for Corporate Bonds, Taiwan
- Top Bank in the Secondary Market in Asian Currency Bonds for Corporate Bonds, Taiwan
Asiamoney- Best Local Brokerage in Taiwan 1990-2013
- Best Domestic Equity House in Taiwan (2002, 2006, 2010-2013)
- Best Domestic Equity House in Taiwan
- Best Domestic Debt House in Taiwan
- No. 1 for Best Local Brokerage in Taiwan
- No. 1 for Best Overall Sales Services in Taiwan
- No. 1 for Best Execution in Taiwan
- No. 1 for Best Sales Trading in Taiwan
- No. 1 for Most Improved Brokerage Over the Last 12 Months in Taiwan
- No. 1 for Best Roadshows and Company Visits in Taiwan
Institutional Investor China- 2014 Taiwan Financial Leadership Award
Euromoney- Best Investment Bank in Taiwan
Asia Risk- House of the Year, Taiwan
Global Brands Magazine- Best Brokerage House, Taiwan
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
- Best Wealth Management Securities Company
- Best Management Professionals Team
CommonWealth- Most Admired Securities Company in Taiwan
Taiwan Stock Exchange- Top Securities Company for Total Warrants Issuance and Consigned Trading
Business Next- Benchmark Company in Financial Investment
Excellence Magazine- 2014 Excellent Financial and Securities Services
- Appraisals - Best Business Performance Award
-
Yuanta BankInstitutional Investor China
- 2014 Taiwan Financial Leadership Award
-
Yuanta LifeRisk Mgmt., Insurance, & Finance Foundation
- Faith, Hope, and Love Insurance Awards - Best Product Information Award
-
Yuanta FundsLipper Fund Awards
- Lipper Fund Awards' Global REITs Fund Award
Asian Investor- Best Fund House in Taiwan
Asia Asset Management- ETF Manager of the Year in Taiwan (6th consecutive year)
-
Yuanta FuturesThe Asset
- Industry Leadership Award - Carolyn Chou
Securities & Futures Inst.- A++ Rating in the Information Disclosure Evaluation of Public and OTC Companies
-
Yuanta Securities Inv. ConsultingAsiamoney
- No. 1 for Best Overall Country Research in Taiwan
- No. 1 for Most Independent Research Brokerage in Taiwan
2013
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Yuanta FHCThe Asset
- Gold Award for Excellence in Management and Corporate Governance
Corporate Governance Asia- Outstanding Company on Corporate Governance in Taiwan
- Best CSR in Taiwan
- Best Investor Relations in Taiwan
- Best Investor Relations Professional in Taiwan - Allen Wu
IAIR- Best Company for Leadership in CSR - Asia
Int'l Finance Magazine- Best CSR Initiative in Taiwan
Securities & Futures Inst.- A++ Rating in the Information Disclosure Evaluation of Public and OTC Companies
-
Yuanta SecuritiesThe Asset
- Best Brokerage House in Taiwan
- Best Investment Bank in Taiwan
- Best Equity Derivatives House in Taiwan
- Top Bank Arranger - Quality and Number of Primary Corporate Bond Deals, Taiwan
- No. 1 for Best Individuals in Taiwan Dollar Bonds - Jay Hsu
Asiamoney- Best Local Brokerage in Taiwan
- Best Domestic Equity House in Taiwan
Euromoney- Best Investment Bank in Taiwan
FinanceAsia- Best Bond House in Taiwan
- Best Equity House in Taiwan
- Best Investment Bank in Taiwan
Int'l Finance Magazine- Best Investment Bank in Taiwan
CommonWealth- Most Admired Securities Company in Taiwan
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
Wealth Magazine- Gold Award for Best Brokerage Services
- Gold Award for Best Brokerage Services for Business Professionals
- Gold Award for Best Brokerage Services for Brand Image
-
Yuanta FundsAsia Asset Management
- ETF Manager of the Year in Taiwan
- Most Innovative Product in Taiwan
- Best CEO - Julian TS Liu
- Best CIO - Alex CT Huang
Asian Investor- Best Fund House in Taiwan
2012
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Yuanta FHCThe Asset
- Gold Award for Corporate Governance, Social Responsibility, and Investor Relationa
BSI- ISO 27001 Information Security Management System Certification
Securities & Futures Inst.- A++ Rating in the Information Disclosure Evaluation of Public and OTC Companies
Taipei City Govt.- Certificate of Recognition for Implementation of Green Procurement
-
Yuanta SecuritiesThe Asset
- Best Brokerage House in Taiwan
- Best Investment Bank in Taiwan
- Top Bank in the Secondary Market for Corporate Bonds, Taiwn
- Top Bank Arranger - Quality and Number of Primary Government Bond Deals, Taiwan
- Top Bank Arranger - Quality and Number of Primary Corporate Bond Deals, Taiwan
Asiamoney- Best Local Brokerage in Taiwan
- Best Domestic Equity House in Taiwan
- Best Domestic Debt House in Taiwan
Euromoney- Best Investment Bank in Taiwan
FinanceAsia- Best Bond House in Taiwan
- Best Broker in Taiwan
- Best Investment Bank in Taiwan
World Finance- Best Investment Management Company - Taiwan
CommonWealth- Most Admired Securities Company in Taiwan
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
Wealth Magazine- The Top Premium Brand Brokerage for High Net Worth Individuals
-
Yuanta FundsAsia Asset Management
- ETF Manager of the Year in Taiwan
- Best CEO - Julian TS Liu
- Most Innovative Product in Taiwan - Yuanta China Umbrella Fund: Yuanta China Balance Fund and Yuanta SSE50 ETF
- Best New ETF in Taiwan - Yuanta SSE50 ETF
Securities & Futures Inst.- Golden Goblet Award - Outstanding Investment Industry Talent Award - Eric Chang
- Golden Goblet Award - Best Risk Management
2011
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Yuanta FHCThe Asset
- Gold Corporate Award for Investor Relations
Taiwan CG Association- Corporate Governance System CG6006 Assessment Certificate
Taipei City Government- Benchmark for Private Enterprises in Green Procurement
EPA of Taiwan- Certificate of Recognition for Outstanding Implementation of Green Procurement
M&A & Private Equity Council- Deal of the Year Award
-
Yuanta SecuritiesThe Asset
- Top Bank in Secondary Market for Corporate Bonds, Taiwan
- Top Bank Arranger - Quality and Number of Primary Corporate Bond Deals, Taiwan
Asiamoney- Best Local Brokerage in Taiwan
- Best Domestic Equity House in Taiwan
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
CommonWealth- Most Admired Securities Company in Taiwan
Wealth Magazine- Top Premium Brand Brokerage for High Net Worth Clientele
FinanceAsia- Best Broker in Taiwan
- Best Investment Bank in Taiwan
-
Polaris FundsAsia Asset Management
- ETF Manager of the Year
Asian Investor- Best Fund House in Taiwan
2010
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Yuanta FHCBusiness Today
- Ranked 3rd in Financial Holding Performance Appraisal
- Ranked 1st in Operational Quality and 2nd in Corporate Governance
-
Yuanta SecuritiesThe Asset
- Best Warrants House in Taiwan
Asiamoney- Best Local Brokerage in Taiwan
- Best Domestic Equity House in Taiwan
- Best Domestic Debt House in Taiwan
- Most Improved Brokerage Over the Last 12 Months
- Most Independent Research Brokerage
- Best in Sales Trading
- Best Research Coverage - Small Caps
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
FinanceAsia- Best Broker in Taiwan
-
Yuanta BankTaiwan Academy of Banking & Finance
- Good Performance in Risk Management
Global Views Monthly- Ranked 5th in a Services Survey for the Financial and Banking Sector
-
Polaris FundsAsia Asset Management
- ETF Manager of the Year in Taiwan
- Best CEO in Taiwan
Asian Investor- Best ETF Manager in Asia
2009
-
Yuanta SecuritiesAsiamoney
- Best Local Brokerage in Taiwan
- Best Local Brokerage in Taiwan (1990-2008)
FinanceAsia- Best Broker in Taiwan
Management Magazine- Brand Appeal by Consumers - Ranked 1st in Services Category
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
-
Polaris FundsAsia Asset Management
- ETF Manager of the Year in Asia
- ETF Manager of the Year in Taiwan
- Best CEO in Taiwan - Julian TS Liu
Asian Investor- Best ETF Manager in Asia
2008
-
Yuanta FHCTaiwan CG Association
- Corporate Governance Assessment Certificate for 2008
-
Yuanta SecuritiesAsiamoney
- Best Local Brokerage in Taiwan
- The Most Improved Brokerage Over the Last 12 Months in Taiwan
FinanceAsia- Best Broker in Taiwan
- Best Bond House in Taiwan
Business Today- Best Brand Award: No. 1 for Best Integrated Securities Firm
-
Polaris FundsAsia Asset Management
- Best Retail House in Taiwan
- Best CEO in Taiwan - Julian TS Liu
Golden Goblet Award- Best Risk Management
- Outstanding Enterprise Leadership Award - Julian TS Liu
- Outstanding Talents in Investment Industry - Alex CT Huang
-
Yuanta FundsAsian Investor
- Best Five Year Equity Fund in Taiwan
2007
-
Yuanta FHCMinistry of Economic Affairs
- Industrial Innovation Achievement Award
Asiamoney- Overall Best Company in Taiwan for Corporate Governance
- Best Investor Relations in Taiwan
- Best for Responsibilities of Management and the Board of Directors in Taiwan
-
Yuanta SecuritiesAsiamoney
- Best Local Brokerage in Taiwan
FinanceAsia- Best Broker in Taiwan
Global Finance- Best Investment Bank in Taiwan
CommonWealth- Most Admired Securities Company in Taiwan
Golden Goblet Awards- Best Risk Management
-
Polaris FundsAsia Asset Management
- Most Innovative Product in Taiwan
- Most Improved Retail House in Taiwan
- Best CEO in Taiwan
2006
-
Yuanta SecuritiesThe Asset
- Best Government Bond House (New Taiwan Dollar)
- Best Corporate Bond House (New Taiwan Dollar)
Asiamoney- Best Domestic Equity House in Taiwan
FinanceAsia- Best Broker in Taiwan
Global Finance- Best Investment Bank in Taiwan
Superbrands International- Superbrands in Taiwan
2005
-
Yuanta SecuritiesThe Asset
- Top Regional and Domestic Brokerage House
Asiamoney- Best Domestic Bond House in Taiwan
FinanceAsia- Best Broker in Taiwan
-
Yuanta FundsGolden Goblet Award
- Outstanding Enterprise Leadership Award - Francis Tu
-
Polaris FundsGolden Goblet Award
- Outstanding Talents in Investment Industry - Daniel Yang
Asia Asset Management- Most Innovative Product in Taiwan
Asian Investor- Best Fund House in Taiwan
2004
-
Yuanta SecuritiesThe Asset
- Best Debt House in Taiwan
Asiamoney- Best Broker in Taiwan
Breakthrough Magazine- Brand Appeal for Consumers Survey - Ranked No. 1 in the Securities Industry
-
Polaris FundsAsian Investor
- Best Fund House in Taiwan
2003
-
Yuanta SecuritiesThe Asset
- Top Local Asian Brokerage House in Taiwan
Asiamoney- Best Local Brokerage House in Taiwan
Breakthrough Magazine- Brand Appeal for Consumers Survey - Ranked No. 1 in the Securities Industry
-
Polaris FundsAsia Asset Management
- Most Innovative Product in Taiwan
2002
-
Yuanta SecuritiesAsiamoney
- Best Local Brokerage in Taiwan
CommonWealth- Most Admired Securities Company in Taiwan